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    Portfolio Management Assistant - MONTRÉAL, Canada - Royal Bank of Canada

    Royal Bank of Canada
    Royal Bank of Canada MONTRÉAL, Canada

    2 weeks ago

    Royal Bank of Canada background
    Full time
    Description

    Job Summary

    Job Description

    What is the opportunity?

    As a Portfolio Management Assistant with RBC Phillips, Hager & North Investment Counsel Inc., you will be responsible for working with Investment Counsellors on portfolio management work as well as for maintaining up-to-date knowledge on investment solutions as well as tax and financial planning issues. You will draft Investment Policy Statements as well as some client correspondence. A key element is also the preparation of investment review presentations.

    What will you do?

    • Assist with the modelling, monitoring, and rebalancing of portfolios as well as inputting trades when required
    • Maintain all administrative functions such as database management, mass mailings, preparation of presentation/meeting materials, correspondence, managing reports, spreadsheets, and completion of special projects
    • Proactively identify client annual reviews and compile manager review schedules
    • Ensure compliance to client mandate and portfolio models
    • Track and manage cash holdings and balances
    • Provide training/mentorship to new employees as required and back-up to other positions as needed
    • Respond to various client inquiries

    What do you need to succeed?
    Must-have

    • University degree in related field
    • Canadian Securities Course (CSC)
    • CFA Program candidate administered by the CFA Institute
    • Highly service-oriented with good attention to detail and the ability to work well in a team environment
    • Advanced proficiency in Microsoft 365 apps (Word, Excel, and Outlook)
    • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

    What's in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

    • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
    • Leaders who support your development through coaching and managing opportunities
    • Ability to make a difference and lasting impact
    • Work in a dynamic, collaborative, progressive, and high-performing team

    Job Skills

    Additional Job Details

    Address:

    1 PLACE VILLE MARIE:MONTRÉAL

    City:

    MONTRÉAL

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    Wealth Management

    Job Type:

    Regular

    Pay Type:

    Salaried

    Posted Date:

    Application Deadline:

    Inclusion and Equal Opportunity Employment

    At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
    ​​​​​​​
    We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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